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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,806 hedge funds and large institutions have $72.9B invested in iShares Russell 2000 ETF in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 707 increasing their positions, 638 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,806
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
31.72%
Holding in Top 10
213
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.74%
New
130
Increased
707
Reduced
638
Closed
112
Calls
$29B
Puts
$66B
Net Calls
-$37B
Net Calls Change
-$3.62B

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.98B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$1.43B
3
Barclays
3
Barclays
United Kingdom
$1.12B
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.7B
5
Bank of America
5
Bank of America
North Carolina
$8.24B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.38B
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.6B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.53B
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWG
1751
Sage Private Wealth Group
Illinois
$33K +$12.9K +59 +64%
CICI
1752
Capital Investment Counsel Inc
North Carolina
$32K – – –
RCA
1753
Ranch Capital Advisors
Florida
$31K – – –
SFP
1754
Sterling Financial Planning
New Jersey
$31K – – –
MFIMFI
1755
Mesirow Financial Investment Management - Fixed Income
Illinois
$31K +$31K +140 New
LDFR
1756
Lehman & Derafelo Financial Resources
Pennsylvania
$30K – – –
FWM
1757
Focused Wealth Management
New York
$29K – – –
TC
1758
Truvestments Capital
Florida
$28K -$2.44K -11 -8%
EBA
1759
Eagle Bay Advisors
New York
$26K -$20.7K -97 -44%
DA
1760
DCM Advisors
New York
$24K +$24K +111 New
JPLA
1761
Joseph P. Lucia & Associates
New York
$23K -$4.16K -19 -15%
BA
1762
Bellwether Advisors
Nebraska
$23K – – –
TFM
1763
TFC Financial Management
Massachusetts
$22K – – –
AW
1764
Alaethes Wealth
Nevada
$22K – – –
FCA
1765
FinTrust Capital Advisors
South Carolina
$22K – – –
HIM
1766
HawsGoodwin Investment Management
Tennessee
$21K – – –
EAM
1767
Eukles Asset Management
Ohio
$19K -$76.4K -342 -80%
CP
1768
Covenant Partners
Tennessee
$19K – – –
PSB
1769
Piscataqua Savings Bank
New Hampshire
$18K – – –
AF
1770
Arrow Financial
New York
$18K +$10.7K +50 +147%
TCWA
1771
Ten Capital Wealth Advisors
Washington
$17K -$651K -3,024 -97%
AFS
1772
Annapolis Financial Services
Maryland
$17K – – –
Macquarie Group
1773
Macquarie Group
Australia
$17K +$17K +77 New
WAM
1774
Wolverine Asset Management
Illinois
$16K +$1.73K +8 +12%
SA
1775
SRH Advisors
Kansas
$15K – – –
69 70
71
72 73